# Bentley Financial Group

> Bentley Financial Group is an SEC-registered investment advisory firm in Downers Grove, IL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 172474
- Filed as: BENTLEY FINANCIAL GROUP
- Legal name: Bentley Financial Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Downers Grove, IL
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172474
- AdvisorCensus page: https://advisorcensus.com/firm/bentley-financial-group-downers-grove-il-172474

## Quick answers

**How is Bentley Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Bentley Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Bentley Financial Group charge?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Hourly rate: $500 an hour (Financial Planning and Consulting fees); Flat fee: $500 to $20,000 (Financial Planning and Consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bentley Financial Group located?**
Bentley Financial Group's principal office is in Downers Grove, IL, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Bentley Financial Group registered with the SEC or a state?**
Bentley Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172474.

**How much does Bentley Financial Group manage?**
Bentley Financial Group reports $392,767,299 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have Bentley Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Bentley Financial Group: Regulatory assets under management: $130,000,000 in the October 2021 data and $392,767,299 in the October 2026 data, up 202%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bentley Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (470).

**Does Bentley Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172474

**What changed in Bentley Financial Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $321,000,000 to $392,767,299 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Hourly rate: $500 an hour (Financial Planning and Consulting fees)

> On an hourly basis up to $500 per hour, payable in advance or upon completion of the plan/project;

- Flat fee: $500 to $20,000 (Financial Planning and Consulting fees)

> As a fixed fee, typically ranging from $500 to $20,000, depending on the nature and complexity of each client’s circumstances, payable in advance or upon completion of the plan/project;

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $392,767,299
- Discretionary: $392,767,299
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 470 | $392,767,299 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CO, IL, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Durango, CO

### Websites listed on Form ADV (Item 1.I)
- bentleyfinancialgroup.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,000,000 | 3 | December 18, 2020 |
| October 2022 | $215,000,000 | 4 | March 30, 2022 |
| October 2023 | $161,000,000 | 4 | March 24, 2023 |
| October 2024 | $240,000,000 | 4 | March 21, 2024 |
| October 2025 | $321,000,000 | 4 | February 12, 2025 |
| October 2026 | $392,767,299 | 4 | February 6, 2026 |

Regulatory assets under management: $130,000,000 in the October 2021 data and $392,767,299 in the October 2026 data, up 202%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $321,000,000 to $392,767,299 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bentley Financial Group (CRD 172474): Form ADV filing data as of October 2026.